Institutional Ownership Msci Eafe Growth ETF (EFG)
This table provides information about the institutional ownership of Msci Eafe Growth ETF (EFG). We have compiled data on the 1,030 institutions that hold shares in the stock, with a total of 141 Million shares, which have been reported (via 13F filing form) to have a value of $14.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
9,153
shares
|
$929,029
0.03% of portfolio
|
Q4 2024
Added 37.99%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
9,151
shares
|
$928,826
0.19% of portfolio
|
Q4 2024
Added 90.01%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
9,137
shares
|
$927,405
0.03% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
9,107
shares
|
$924,360
0.34% of portfolio
|
Q3 2023
Reduced 61.4%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
9,081
shares
|
$921,721
0.0% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
9,055
shares
|
$919,082
0.29% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
9,051
shares
|
$918,676
0.01% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
9,018
shares
|
$915,327
0.06% of portfolio
|
Q4 2024
Added 47.28%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
8,933
shares
|
$906,699
0.27% of portfolio
|
Q4 2024
Added 245.3%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
8,867
shares
|
$900,000
0.16% of portfolio
|
Q2 2024
Added 0.88%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
8,813
shares
|
$894,519
0.15% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jan 17, 2025 Q4 2024 |
8,740
shares
|
$887,110
0.84% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
8,712
shares
|
$884,268
0.28% of portfolio
|
Q4 2024
Reduced 55.94%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Feb 03, 2025 Q4 2024 |
8,525
shares
|
$865,287
0.7% of portfolio
|
Q4 2024
Added 13.89%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
8,386
shares
|
$851,179
0.22% of portfolio
|
Q3 2024
Reduced 91.05%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
8,375
shares
|
$850,062
0.44% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Feb 04, 2025 Q4 2024 |
8,371
shares
|
$849,656
0.49% of portfolio
|
Q4 2023
Reduced 6.89%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
8,348
shares
|
$847,322
0.06% of portfolio
|
Q4 2024
Reduced 9.38%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
8,268
shares
|
$839,202
0.02% of portfolio
|
Q3 2024
Reduced 10.13%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
8,255
shares
|
$837,882
0.22% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
8,238
shares
|
$836,157
0.09% of portfolio
|
Q4 2024
Added 19.98%
|
|
|
Mycio Wealth Partners, LLC
|
Jan 29, 2025 Q4 2024 |
8,159
shares
|
$828,138
0.19% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
8,055
shares
|
$817,582
0.14% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
8,032
shares
|
$815,248
0.08% of portfolio
|
Q1 2024
Reduced 40.8%
|
|
|
Horan Securities, Inc.
|
Feb 07, 2025 Q4 2024 |
8,017
shares
|
$813,725
0.3% of portfolio
|
Q4 2024
Reduced 7.86%
|